Institutional Plans
Action Items with Budgetary Implications
The following actions steps have been extracted from each of the institutional plans. Each of these action steps has budgetary
implications. Some costs have been identified, while others are estimates and/or need to be estimated.
The complete plans can be found on the PRIE website.
Budget Planning Committee
Action Steps
1.3 Allocate funds for equipment and
technology needs. Note: This activity
excludes funds and process for funding
instructional equipment funds received
from the state.
Action Steps
1.1 Develop a survey to assess employee
satisfaction and perception.
1.2 Administer survey to all CSM
employees.
1.3 Evaluate and communicate survey
results
1.4 Develop a mechanism for responding
to questions/comments in the BPC
Suggestion Box.
Resources Estimated
Outcomes/Deliverables
1.3 Fund 10% of
requested budget,
based on priorities.
Resources Estimated
1.1 – 1.4 PRIE staff time is
needed for developing,
administering and
evaluating survey
results.
Timeline
1.3 October, 2010
Outcomes/Deliverables
1.1. Survey is developed
by PRIE office.
1.2. Survey is
administered to
CSM employees.
1.3. Results tabulate.
1.4. Mechanism is
developed. The
number of
questions/comment
s is tracked.
Progressive number
of responses are
received during first
semester of
implementation.
Timeline
1.1 November, 2009
1.2 November, 2009 and
April 2010
1.3 January, 2010(for
November, 09 survey;
May, 2010 for April 2010
survey
1.4 October 2009; ongoing
Goal #4: Develop and implement a comprehensive institutional advancement plan to include strategies for fundraising and external
grants development.
Objective #1: Conduct a feasibility study for fundraising, development, and external grants’ development
Action Steps
1.1 Review CSM’s previous Plan for Institutional Development,
1999, (funded by the David and Lucile Packard Foundation)
http://collegeofsanmateo.edu/prie/institutional_documents.php
1.2 Review summary reports and fundraising and grants’
development history at CSM with Milla McConnell-Tuite
1.3 Review and assess donor cultivation and development
opportunities with the SMCCCD Foundation (SMCCCF) director,
Stephani Scott
Resources
Estimated
(Human, Fiscal,
and Capital)
Human
resources are
needed to
conduct
review.
Outcomes/Deliverables
Pertinent individuals
have knowledge and
capacity to engage in
planning related to
institutional
advancement
(Applies to Objective)
Timeline
Spring 2010-Fall 2010
Spring 2010-Fall 2010
Spring 2010-Fall 2010
Spring 2010-Fall 2010
Spring 2010-Fall 2010
Spring 2010-Fall 2010
Fall 2010
1.4 Review status of individual endowments held by the
SMCCCD Foundation (SMCCCF) to assess their currency and
applicability (e.g. assess whether the purpose of some
endowed accounts can be legally expanded to reflect current
needs)
1.5 Review and assess current alumni cultivation efforts with
Student Life and Leadership Development staff, Public Relations
and Marketing director Bev Madden, and pertinent SMCCCF
staff
1.6 Review and assess public relations strategies as they may
relate to fundraising and development
1.6 Review and assess current best practices in donor
cultivation, fundraising, and grants’ development
Objective #2: Create an internal capacity to support institutional advancement planning.
2.1 Conduct gap analysis of what expertise is needed to
develop an institutional advancement plan
2.2. Identify internal participants in planning processes as well as
internal expertise (e.g. members of BPC, IPC, PRIE, and other
constituencies)
2.3 Identify, as appropriate, the external expertise needed to
enhance planning processes.
2.4 Identify individuals who will serve as lead(s) for planning
processes and/or lead writers
May include
direct costs
depending on
personnel
selected
Individuals and lead(s)
are identified to
constitute an
institutional
advancement planning
group (IAP)
Fall 2010
Fall 2010
Fall 2010
Fall 2010
(Applies to Objective)
Objective #3: Develop and adopt institutional an advancement plan which includes implementation strategies and dollar-amount
target goals.
3.1. Based upon 1) survey of best practices, 2) historical
May include
A comprehensive
Spring 2011
review of CSM and SMCCCD practices, and 3) plans to
direct costs
institutional
identify internal capacity, draft preliminary plan for
depending on
advancement plan is
Spring 2011
review, which includes dollar-amount target goals
planning
adopted by CSM
3.2 Review draft plan with key internal constituencies
personnel
(Applies to Objective)
Spring 2011
(President’s Cabinet, BPC, IPC, College Council,
selected
Academic Senate, and others as pertinent)
Spring 2011
3.3 Revise plan as needed
2.4. Adopt plan
Objective #4: Develop new internal grants’ development and management processes to be outlined in the institutional advancement
plan
4.1 Design coordinated internal strategies and processes
May include
CSM designs processes
Fall 2010-Spring 2011
for identifying prospective initiatives for external funding
direct costs
to support all phases of
4.2 Review grants’ development criteria and standards
depending on
grants’ development
Fall 2010-Spring 2011
previously used at CSM to evaluate the feasibility of
planning
and oversight,
Fall 2010-Spring 2011
pursuing grants opportunities
personnel
including identifying
4.3 Design processes for identifying prospective grant
selected
appropriate resources
Fall 2010-Spring 2011
opportunities, matching them with the appropriate
to the effort
Fall 2010-Spring 2011
project, evaluating the feasibility of pursuing funding, and
(Applies to Objective)
approving applications
4.4 Evaluate current processes and design new
strategies, as needed, for supporting the implementation,
management, and oversight of grants’ funded projects
4.5 Identify the appropriate administrative structure,
personnel, and other resources necessary to support
grants development and oversight
Objective #5: Develop fundraising strategies to be outlined in the institutional advancement plan, including strategies for donor
cultivation, for partnerships with private and corporate foundations, and for relationships with community organizations and public
agencies.
5.1 Design and adopt, pending approval, a President’s
May include
CSM designs processes
Fall 2010-Spring 2011
External Advisory Group or Council (with members from
direct costs
to support all phases
the community)
depending on
fundraising, including
Fall 2010-Spring 2011
5.2 Develop systematic and coordinated strategies for
planning
identifying appropriate
Fall 2010-Spring 2011
identifying and cultivating prospective donors at CSM, to
personnel
resources to the effort
include members of programmatic advisory groups and
selected
(Applies to Objective)
Fall 2010-Spring 2011
other individuals
Fall 2010-Spring 2011
5.3 Identify resources available through SMCCCF to
support a robust fundraising effort at CSM
5.4 Develop systematic and coordinated strategies for
identifying funding opportunities and prospective
partnerships with foundations, corporations, community
groups, and public entities
5.5 Identify the appropriate administrative structure,
personnel, and other resources necessary to support
donor cultivation and fundraising activities at CSM
Diversity In Action Planning Committee
Objective #1: Measure satisfaction ratings of educational events to use for subsequent year’s events planning
Action Steps
Resources
Estimated
(Human, Fiscal, and
Capital)
1.1 PRIE assigned to
develop event
satisfaction
surveys
Outcomes/Deliverables
Timeline
1.1Survey instruments
developed
Dec 2009
Objective #1: Measure academic success factors such as retention rate, persistence rate and successful course completion rate.
Action Steps
Resources Estimated Outcomes/Deliverables
Timeline
(Human,Fiscal,
and Capital)
1.6 Identify
1.6 To be
1.6 Institutional resource
1.6 Fall 2010
institutional
determined
gaps identified.
resource gaps
that are needed
to support and
enhance student
success.
1.7 Assess, inform
and recommend
support for
institutional
resources that
address
inequities and
which further
student
achievement.
1.7 To be
determined
1.7 Student support
services are
recommended for
implementation.
1.7 Fall 2010
Enrollment Management Committee
Objective #2: Use research based methods to evaluate effectiveness of marketing and outreach activities.
Action Steps
Resources Estimated
Outcomes/Deliverables
(Human, Fiscal, and
2.2.1: Conduct focus groups with both
2.2.1: A collection of findings and
Capital)
internal and external audiences for data
recommendations for review and
collection to determine marketing
analysis.
effectiveness.
Timeline
Spring, 2011
Human Resources Committee
Objective #2: Enhance the coordination of professional development activities for faculty and staff in relationship to institutional
priorities.
Action Steps
3.2.1 Propose that a college-wide
professional development and staff
development coordinator be selected to
plan and organize professional
development activities (including flex) for
all college personnel.
Resources Estimated
(Human, Fiscal, and
Capital)

3 FLCs reassigned
time per semester for
professional
development and
staff development
coordinator (ongoing
Fund 1).
Outcomes/Deliverables


Professional Development
Coordinator.
Institutional professional
development grant proposals
will focus requests on
institutional priorities.
Timeline
2010-2011
Technology Committee
Objective #1: Collaborate with District ITS to update and maintain CSM technology inventories
Action Steps
Resources Estimated
(Human, Fiscal, and
Capital)
1.1 Review current computer and smart
classroom inventories
Outcomes/Deliverables
Estimate of $750,000 has
been identified.
Timeline
Fall 2009
Objective #2: Recommend creation of technology set-aside fund of $750,000 per year over next five years--1st choice Districtlevel fund; 2nd choice College-level fund
Action Steps
Resources Estimated
(Human, Fiscal, and
Capital)
Outcomes/Deliverables
Timeline
2.1 Recommend creation of technology setaside fund to Distict Budget Planning
Committee
2.2 Recommend creation of technology setaside fund to CSM Budget Planning
Committee
District-Level Technology
Budget Line in FY 2010-11
Spring 2010
College-Level Technology
Budget Line in FY 2010-11
Spring 2010
2.3 Recommend creation of bond-money
set-aside fund to CSM Budget Planning
Committee
College-Level Technology
Budget Line in FY 2010-11
Spring 2010
Objective #1: Determine baseline technology competencies for current and new faculty, staff, and administration.
Action Steps
1.2 Develop a survey for constituent groups
to measure gaps in their technology skills.
Resources Estimated
(Human, Fiscal, and
Capital)
Costs to be determined
Outcomes/Deliverables
1.2 Survey
Timeline
Fall 2010
Objective #2: Gather feedback from students, via generic student surveys, regarding their instructor’s technology skills.
Action Steps
2.1 Develop survey
Resources Estimated
(Human, Fiscal, and
Capital)
Costs to be determined
Outcomes/Deliverables
2.1 Survey
Timeline
Fall 2010
Objective #3: Explore establishment of college CTL to coordinate and conduct technology training workshops.
Action Steps
3.3 Identify
dept/personnel
to support tech
training.
Resources Estimated (Human, Fiscal, and Capital)
Identify existing staff or re-establish a College CTL (Centers for Teaching and
Learning); $75,000
Outcomes/Deliverables
3.3 Name of personnel or
department
Timeline
Fall 2011
Objective #1: Create technology information competency instructional materials in a variety of Web 2.0 formats (i.e. screencasts, podcasts, videos, wikis, etc.)
Action Steps
1.1 Assess needs of
faculty, staff and
students through
survey
1.3 Promote the
creation and use of
information
competency
materials in a
variety of formats
Resources Estimated (Human, Fiscal, and Capital)
Emails and Print promotional materials; $500 through PR Department
Outcomes/Deliverables
Data that establishes
needs of faculty, staff,
and students
Timeline
Fall 2010
Faculty, staff and
students informed about
various modes of
information competency
instruction materials
Spring 2010Spring 2013
Objective #5: Provide opportunities for faculty to acquire knowledge about the ethical use of information including copyright for on-campus and distance
education courses
Action Steps
Resources Estimated (Human, Fiscal, and Capital)
Outcomes/Deliverables
Timeline
5.1 Provide a campuswide workshop with
an expert on
copyright and
intellectual property
rights for higher
education
Speaker fees $10,000
Faculty informed on the
ethical use of
information, including
copyright
Spring 2010Spring 2013
Objective #1: Conduct a survey that assesses effectiveness of technology in facilitating campus communications to students, faculty, staff, alumni, and the
public.
Action Steps
1.1 Develop a survey
that allows
constituent groups
to rate the
effectiveness of CSM
communications to
them.
Resources Estimated (Human, Fiscal, and Capital)
Objective #2: Create a campus-wide electronic board system for announcements.
Action Steps
Resources Estimated (Human, Fiscal, and Capital)
2.3 Widely announce
Printing, promotional materials; $500 through
2.3 Promotional materials
and promote use of
PR Department
system
Outcomes/Deliverables
1.1 Develop survey
Outcomes/Deliverables
Objective #3: Solicit input from industry advisers regarding emerging technologies for various discipline/professions.
Action Steps
Resources Estimated (Human, Fiscal, and Capital)
Outcomes/Deliverables
4.3 Host an event, such
Hospitality/meals for volunteer advisers; Ongoing as Part of Program Advisory
Guidance on the most
as a round table
Committees
practical technologies to
discussion or sessions
teach, partnerships with
with advisers, or
local business
specific disciplinary
groups of advisers
(help foster
partnerships with
business)
Timeline
Spring 2011
Timeline
Spring 2011 or when
system is ready
Timeline
Fall 2010